# TAG ASSOCIATES FLORIDA LLC

TAG ASSOCIATES FLORIDA LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 325292
- Type: SEC-registered investment adviser
- SEC file number: 801-127597
- Location: 810 SEVENTH AVENUE, 7TH FLOOR, NEW YORK, NY, 10019
- Phone: 212-275-1500
- Latest filing: 2026-06-26
- Regulatory AUM: $35.5M
- Non-discretionary AUM: $35.5M
- Clients: 71
- Accounts: 17

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| [L. Neil Shapiro](https://search.stillhousedata.com/person/587873) | PRESIDENT | GREENWICH, CT |
| [Jonathan Michael Bergman](https://search.stillhousedata.com/person/661909) | PRESIDENT | — |
| [Jorge L Gonzalez](https://search.stillhousedata.com/person/683518) | CHIEF COMPLIANCE OFFICER | — |
| [Gary Lee Fuhrman](https://search.stillhousedata.com/person/683519) | CHAIRMAN; CHAIRMAN OF TAG ASSOCIATES FLORIDA & TAG HOLDINGS | — |
| [David Eric Basner](https://search.stillhousedata.com/person/683520) | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| [BASNER DAVID ERIC](https://search.stillhousedata.com/person/735177) | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| [FUHRMAN GARY LEE](https://search.stillhousedata.com/person/735179) | CHAIRMAN; CHAIRMAN OF TAG ASSOCIATES FLORIDA & TAG HOLDINGS | — |
| [GONZALEZ JORGE L](https://search.stillhousedata.com/person/741138) | CHIEF COMPLIANCE OFFICER | — |
| [BERGMAN JONATHAN MICHAEL](https://search.stillhousedata.com/person/754010) | PRESIDENT | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WEST PALM BEACH | FL | 1 | 212-275-1519 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325292/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325292/similar
- Related entities: https://search.stillhousedata.com/firm/325292/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325292

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.